Armadale Asset Management LLC
Firm details
- Headquarters
- Mineola, New York
- CRD number
- 327824
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI55.28%
- Corporations / Businesses44.72%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Armadale Asset Management LLC is an independent, owner-operated registered investment adviser organized as an LLC that charges clients a fee based on assets under management. The firm serves both individual/family clients and institutional accounts and provides financial planning and portfolio management services for individuals and small businesses. It also participates in other financial product sales activities and is listed as a sponsor of limited partnerships (excluding pooled investment vehicles). The firm does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Cash & Cash Equivalents6%
Contacts
1 of 1Sean Mcdonald
ManagerCRD 5691956
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mineola, NY
Nassau
Location
Mineola, NY
Headquartered in Mineola, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Nassau
- Address
- 34 Willis Ave
- Time zone
- ET (UTC-5)
- Office locations
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